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Sheaff Brock Investment Advisors’s American Healthcare REIT AHR Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio AHR Stock Details AHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$727K Buy
23,984
+1,706
+8% +$49.2K 0.07% 210
2024
Q4 		$633K Buy
+22,278
New +$599K 0.06% 227

Other funds holding AHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Sheaff Brock Investment Advisors's AHR Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its American Healthcare REIT (AHR) stake by 7.7% in Q1 2025, buying an estimated $49.2K and bringing the position to 23,984 shares worth $727K. The position accounts for 0.07% of the portfolio, ranked #210.

Sheaff Brock Investment Advisors first reported a position in AHR in Q4 2024 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold AHR as of Q1 2025.

  • Sheaff Brock Investment Advisors held 23,984 shares of American Healthcare REIT worth $727K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 1,706 American Healthcare REIT shares in Q1 2025, an estimated $49.2K.
  • American Healthcare REIT made up 0.07% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #210 holding.
  • Sheaff Brock Investment Advisors first reported a position in American Healthcare REIT in Q4 2024 and has held it in 2 quarters since.
  • 397 funds tracked by Wall St. Rank held American Healthcare REIT as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.